Canoel

Oil & Gas Sector
Core activities: Production
Core area of activity: Argentina and Italy
Listing: TSX Venture (CIL.V)

Vital Metals

Mining Sector
Core activities: Mining
Core area of activity: Australia
Listing: ASX (VML.AX)

Woulfe

Mining Sector
Core activities: Mining
Core area of activity: South Korea
Listing: TSX Venture (WOF.V)

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Featured Analysis

Canoel International Energy (CIL.V) - revitalisation on track; acquiring cogen plant
 
Read report on Canoel International Energy (CIL.V) - revitalisation on track; acquiring cogen plant

Canoelís strategic revitalisation through increased gas production in Italy and an innovative expansion of oil production in Argentina is taking form as the battered junior resource sector shows signs of life. While Canoelís actions over the past quarter are modest in comparison with managementís multi-year strategy, they offer comfort that Canoel is on track for substantially increased cash flow in the coming years. Whilst we believe Canoelís plan is sound, it remains contingent on management successfully raising substantial sums for its acquisitions and upgrades, and accordingly carries considerable risk.

Canoel International Energy (CIL.V) - preparing for its next stage of development
Jan 21, 2014 | Read More
Read report on Canoel International Energy (CIL.V) - preparing for its next stage of development

With resource markets now appearing to have bottomed, Canoel is revitalising itself. It has successfully put its new Italian gas assets into production and now proposes a major, C$7m programme for its producing Argentinean oil fields. Contingent on available cash resources, Canoel will also undertake a series of expansion projects in Italy, worth C$7m, that offer paybacks between 1.5-3 years. Further projects are in the offering in Libya and Africa. Canoel has recently completed a 1:10 share consolidation in preparation for raising funds.

Canoel International Energy (CIL.V) - building a portfolio in undervalued Italian gas
Jan 15, 2013 | Read More
Read report on Canoel International Energy (CIL.V) - building a portfolio in undervalued Italian gas

Canoel is acting as a consolidator of low-cost producing petroleum assets too small for the majors but offering immediate cash-flow and good upside with small capital expenditures. In its first move, Canoel acquired two producing oil fields in Argentina. The company subsequently acquired two natural gas fields in Italy capable of achieving quick production, which have become the new focus.

Vital Metals (VML.AX) - significant value to be realised in its Watershed project
Dec 03, 2011 | Read More
Read report on Vital Metals (VML.AX) - significant value to be realised in its Watershed project

Vital Metals has an advanced tungsten project at Watershed in northeastern Australia that offers significant and as yet unrealised current value. The company also holds an early-stage gold exploration project in Burkina Faso that provides substantial upside potential to investors in the longer term. The company intends to proceed aggressively with development of its tungsten project whilst stepping up exploration at its gold property.

Solid Resources (SRW.V) - a promising 'conflict-free' tantalum source for Europe
Sep 26, 2011 | Read More
Read report on Solid Resources (SRW.V) - a promising 'conflict-free' tantalum source for Europe

Solid Resources has a promising early-stage tantalum-tin-rare metals project in an accessible region of northwestern Spain. The company has completed a 2011 drill programme, drilling two mineralised zones, and expects to complete a NI 43-101-compliant resource estimate in October, and achieve quick production thereafter.

 

The state of the Rare Earth's sector

Gary Billingsley

Gary Billingsley's discusses the state of the sector at our Global Resources Investment Forum 2012

Occasional papers

Previous features

Woulfe Mining (WOF.V) - significant increase in our valuation
Aug 24, 2011 | Previous Reports
Bacanora Minerals (BCN.V) - company appears ahead of schedule to place El Cajon into production
Aug 09, 2011 | Previous Reports
Soho Resources (SOH.V) - emerging with renewed vigour
Jul 18, 2011 | Previous Reports
Plains Creek Phosphate Corp (PCP.V) - West African phosphate project with prefeasibility and mining licence in hand
Jun 14, 2011 | Previous Reports
Woulfe Mining (WOF.V) - production decision in 2012 on reopening the Sangdong tungsten mine in South Korea
Apr 15, 2011 | Previous Reports
Bacanora Minerals (BCN.V) - borate project has potential to deliver quick and robust cash flows
Mar 11, 2011 | Previous Reports
Selwyn Resources (SWN.V) - tentative agreement to acquire ScoZinc
Feb 10, 2011 | Previous Reports

Opinion

Canoel International Energy (CIL.V) - revitalisation on track; acquiring cogen plant
Apr 21, 2014 | Previous
Canoel International Energy (CIL.V) - preparing for its next stage of development
Jan 21, 2014 | Previous
Canoel International Energy (CIL.V) - building a portfolio in undervalued Italian gas
Jan 15, 2013 | Previous
Adroit Resources (ADT.V) - building Italy's antimony industry
OCIC. Nov 06, 2012
African Consolidated Resources (AFCR.L) - Andrew Cranswick discusses their new Zimbabwean gold project
OCIC. Sep 25, 2012
Helio Resource's (HRC.V) - Richard Williams presents on new PEA
OCIC. Sep 25, 2012
Great Western Minerals (GWG.V) - Gary Billingsley shares his views on the state of the Rare Earth sector
OCIC. Sep 25, 2012
Wishbone Gold (WSBN.L) - Richard Poulden discusses Wishbone Gold's strategy as a consolidator of global gold assets
OC. Sep 25, 2012
Woulfe Mining (WOF.V) - Nick Smith discusses expanding tungsten resources in South Korea
OCIC. Jun 12, 2012
Kibo Mining (KIBO.L) - updates on the progress of its new coal deal
OCIC. Jun 12, 2012
Volta Mining (VTM.AX) - David Sumich discusses their pending Gabon iron ore transaction
OCIC. Jun 12, 2012
Andiamo Exploration - Tim William's introduces their Haykota gold project in Eritrea
OCIC. Jun 12, 2012
Gentor Resources (GNT.V) - Peter Ruxton briefs investors on their copper project in Oman
OCIC. Jun 12, 2012
Peak Resources Limited (PEK.AX) - Richard Beazley provides an update on their Ngualla Rare Earth Project in Tanzania
OCIC. May 22, 2012
Kibo Mining (KIBO.L) - Louis Coetzee discusses their new coal deal
OCIC. May 22, 2012

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